DuPont Decomposition

Why does GENCON earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

4.3% = 4.0% × 0.66 × 1.61

Latest: FY2025

Profitability

Net Margin

4.0%

5.3% →4.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.66x

0.82x →0.66x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.61x

1.60x →1.61x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 2.8 pp over 4 years. Driven by net margin declining (5.3% → 4.0%), asset turnover declining (0.82x → 0.66x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr5.3%0.821.607.0%
FY20230Cr0Cr5.6%0.711.536.1%
FY20240Cr0Cr3.9%0.621.764.2%
FY20250Cr0Cr4.0%0.661.614.3%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.